Hello!

Firstly, I would suggest to remove access rights from All users and roles (http://prntscr.com/ow2v9z) and not just pre-defined set of roles as after changing the role structure this element would need to be changed as well, which is rather inconvenient. 

Secondly, please note that it impossible to remove rights for users that are System administrators as well as the managers of Roles that contain System administrators as it's members. Also the rights can't be removed from the owner and creator of the record. The right panel would still show correct rights, however, for those specified users rights will not be applied. 

If neither of the points explained above work in your case please send email to support@bpmonline.com as this issue would need to be investigated specifically for your site. 

Best regards,

Dennis

Hi,

I have the same problem right now, and I've checked all the possible problems Dennis commented, and neither of them are my case. 

Did you manage to solve the problem?

Thanks,

Regards. 

Hello Francisco,

Could you please elaborate what exactly is not working correctly for you? 

Looking forward to your response!

Kind regards, 

Yurii 

Hello,

Starting from 7.14.2 version the functionality of PDF-convertation was excluded from an out-of-the-box features list. All clients that are updating between versions and already use such a feature in their printables have this feature being available.

Currently our R&D team is working on implementation of this feature in an out-of-the-box version and we hope that it will return back very soon. We are very sorry for any inconveniences caused.

Best regards,

Oscar

Thank you for your quick response.

I have created a overdue activities form which is accessible from accounts page. I need to create a summary column "Number of overdue activities". Can you please guide me on this issue?

Thank you.

likhitha sirisha,

I've created a printable which shows the count of activities in "Completed" status for contacts and here is steps to do that:

1) Create a printable for "Contacts" section http://prntscr.com/ovi842

2) Select Quantity of activities for a contact http://prntscr.com/ovi9ba (but you need to change aggregated column from "by Contact" to "by Owner")

3) Once selected click on the edit button http://prntscr.com/oviaal

4) In the opened window please specify filtering conditions for activities that need to be taken into a count http://prntscr.com/oviatb (in my case those records are activities in completed status)

As a result you need to create a template of this printable and display all those columns. In my case I received the number properly (this number also included "Email" activities http://prntscr.com/ovipev). Here is also an Academy reference on printables setup here. Please do the same to achieve your business task.

Best regards,

Oscar

Thank you. I followed the procedure and I got the required result.

Dear Fulgen,

As for now there is no such functionality. The portal users cannot use the mobile application. Our R&D team has in plans to implement this feature in the future application versions, however we do not know when exactly.

Best regards,

Dean

Dear Megan,

Please contact support@bpmonline.com regarding this topic. We will be glad to help!  

Best regards,

Angela

Brynn,

We have this feature in our backlog as one of our top priorities. For now you need to manually re-create business process in the sales team product.

Alexander Khardikov,

Thanks for the reply.

Dear Fulgen,

There are no basic tools that would allow to hide or display the notification counter. Therefore, we suggest you to contact our support team via support@bpmonline.com to conduct the investigation in your particular environment. There might be a couple of reasons to it, like localization bug that influences the counter. Try to check if in the English localization it works fine, unless you are already using it. Unfortunately, it will not be possible to resolve this problem within the community thread. Therefore it is better to approach our support team that will be glad to assist you. 

Best regards,

Dean

Dear Fulgen,

You can create business process that will generate such notifications on change of "owner" like this: http://prntscr.com/oqlxy7

Best regards,

Angela

Hey! There's an add-on that you can use the bind the look-up to the package from front end.

https://marketplace.bpmonline.com/app/data-binding-tool

Hope this helps :)

Dear Alex, 

In order to bind data to the package you need to create a data binding file in the system configuration.

Please see the following instruction on how to create such file, filter data and bind it to the package:

https://academy.bpmonline.com/documents/technic-sdk/7-13/binding-data-packages

Regards,

Anastasia

If you want to disable the existing mobile business rule, you can do it by calling the removeBusinessRule function. The function accepts two parameters - the name of the model and the name of the rule. For example:

 Terrasoft.sdk.Model.removeBusinessRule("Case", "CaseContactAccountRequirementRule");

Dear Alex,

There might be multiple reasons for the similar errors. Try to double check the system setting 'SchemaNamePrefix' and make sure the prefix is set to 'Usr'. Apart from that, make sure you have the columns listed in the error message in your object. If the columns are deleted incorrectly, you can experience the similar errors. Try also to generate the source code for all times, update the database structure and compile all items http://prntscr.com/ov1z3h.

If these steps cannot help, please approach our support team via support@bpmonline.com so that we could investigate the problem in your particular environment.

Best regards,

Dean